Choice Accumulation II (FIA)
Global Atlantic’s Choice Accumulation II (5) is a single-premium deferred indexed annuity with a 5-year withdrawal charge period.
- Minimum Premium: $25,000
- Maximmum Premium: $1,000,000 (without home office approval)
- Max Issue Age: 85
- Annual Contract Fee: N/A
- Free Withdrawal Amount: 10% starting in Year 1
- Optional Enhanced Death Benefit Rider: 7% roll-up for 15 years (0.50% annual rider fee)
Fixed Index Strategies ($100,000+)
- 1 Year S&P 500 Annual Point-to-Point: 5.00%
- 1 Year S&P 500 Annual Point-to-Point with Performance Trigger: 3.65%
- 1 Year PIMCO Participation Rate: 70%
- 2 Year Franklin US Point-to-Point Spread: 3.25%
- 1 Year Fixed Account Strategy: 1.75%
Not Available in NY, PR, VI
Do you have clients looking for a higher return than a fixed annuity (MYGA) or their local bank CD? Time to get their money off the sidelines. Give us a call today! 973-435-3784
To see an annuity illustration, e-mail the following details to sdunn@madisonbrokerage.com:
- Client name:
- DOB:
- Premium:
- State:
- Qualified/NQ:
